CityGate Financial Ltd

Bookkeeper

  • Xero Migration

    Specialist

    Xero Migration
  • Making Tax Digital Ready

    Specialist

    Making Tax Digital Ready
  • Silver champion partner

    Partner status

    Silver champion partner
  • Partner since 2019

    Experience

    Partner since 2019
  • Xero advisor certified

    Certification

    Xero advisor certified
  • Xero payroll certified

    Certification

    Xero payroll certified

About us

With a focus on adding real value to your business, CityGate Financial has built an exceptional reputation for delivering efficient, cost-effective, agile accountancy services across the UK.

So whether you need help with getting your business off the ground, implementing software or understanding HMRC compliancy, our specialists in business advisory are there to guide you and take the pressure off. Get in touch for a free consultation – we welcome all enquiries.

Affiliations

  • Association of Accounting Technicians (UK)
  • Association of Chartered Certified Accountants
  • Institute of Certified Bookkeepers (UK)

Find us on the web

Meet the team

CityGate Financial Ltd advisors: 5 - Xero certifications: 5

To become certified, advisors complete learning modules on Xero’s key features and pass a practical exam.

Darren Jefferies

Managing Director

Profile image for Darren Jefferies
  • Xero payroll certified
    Has knowledge and experience of setting up payroll efficiently and ensuring a smooth payroll process.
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Retail & ecommerce
    Has training and expertise in advising on apps for retail and ecommerce businesses.
  • Making Tax Digital Ready
    Has training and expertise in helping UK businesses meet the HMRC requirements for making tax digital.
  • Trade & construction
    Has training and expertise in advising on apps for trade and construction businesses.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.
  • Xero Migration
    Has training and expertise in switching clients to Xero.

Scott Jefferies

Client Delivery Director

Profile image for Scott Jefferies
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

Laura Pipe

Client Delivery Director

Profile image for Laura Pipe
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.
  • Professional services
    Has training and expertise in advising on apps for professional services firms.

Steph Oszczyk

Client Delivery Consultant

Profile image for Steph Oszczyk
  • Xero advisor certified
    Has a strong understanding and practical knowledge of how to use Xero with clients.

CityGate Financial Ltd: Bank experience

Clients of CityGate Financial Ltd connect to a range of banks via Xero. CityGate Financial Ltd specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections


  • HSBC Business (UK)
  • Revolut
  • Starling Bank
  • Tide

CityGate Financial Ltd: Industry experience

CityGate Financial Ltd works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served


  • Arts and recreation

CityGate Financial Ltd : App experience

CityGate Financial Ltd serves clients who use 1 different app that connect and integrate with Xero.



Connected apps

New to Xero? CityGate Financial Ltd can help

Xero is beautiful online accounting software for smaller businesses. CityGate Financial Ltd can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • Partner since 2019
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.